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Moody's
MCO

Overview Fund Activity

1,122 hedge funds and large institutions have $64.9B invested in Moody's in 2024 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 408 increasing their positions, 393 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+29
Holders Change %
+2.65%
% of All Funds
16.26%
Holding in Top 10
40
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-13.04%
% of All Funds
0.58%
New
114
Increased
408
Reduced
393
Closed
72
Calls
$77.8M
Puts
$77.7M
Net Calls
+$51K
Net Calls Change
-$1.52M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
2
CF
Canoe Financial
Alberta, Canada
+$168M
3
BlackRock
BlackRock
New York
+$153M
4
AIM
Allen Investment Management
New York
+$99.9M
5
Invesco
Invesco
Georgia
+$81.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56B
2
Capital World Investors
Capital World Investors
California
-$486M
3
PAM
PineStone Asset Management
Quebec, Canada
-$315M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$282M
5
VAM
Veritas Asset Management
United Kingdom
-$190M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIMCA
526
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.41M – – –
Verition Fund Management
527
Verition Fund Management
Connecticut
$1.41M +$491K +1,250 +53%
LTAS
528
Linden Thomas Advisory Services
North Carolina
$1.41M +$276K +702 +24%
SFA
529
Sequoia Financial Advisors
Ohio
$1.39M -$478K -1,217 -26%
Capstone Investment Advisors
530
Capstone Investment Advisors
New York
$1.38M +$1.38M +3,503 New
BFG
531
Bleakley Financial Group
New Jersey
$1.37M -$31K -79 -2%
OIS
532
Okabena Investment Services
Minnesota
$1.37M -$2.8M -7,134 -67%
SW
533
Simplicity Wealth
New Jersey
$1.37M +$1.37M +3,474 New
MFG
534
Merit Financial Group
Georgia
$1.35M +$482K +1,267 +56%
WIA
535
Westbourne Investment Advisors
Maryland
$1.35M -$193K -490 -13%
VSQM
536
V-Square Quantitative Management
Illinois
$1.34M +$255K +649 +23%
MMA
537
Miracle Mile Advisors
California
$1.34M +$231K +588 +21%
CCG
538
Cypress Capital Group
Florida
$1.3M -$40.9K -104 -3%
CCMG
539
Clark Capital Management Group
Pennsylvania
$1.3M -$1.97K -5 -0.2%
SA
540
Shilanski & Associates
Alaska
$1.29M +$1.29M +3,271 New
FTDI
541
First Trust Direct Indexing
Massachusetts
$1.28M +$185K +470 +17%
AI
542
AXS Investments
New York
$1.28M -$66K -168 -5%
GEM
543
Global Endowment Management
North Carolina
$1.28M +$751K +1,912 +143%
HFA
544
Harbert Fund Advisors
Alabama
$1.28M +$747K +1,900 +141%
PFP
545
Pinnacle Financial Partners
Tennessee
$1.28M +$11K +28 +0.9%
VI
546
Vestcor Inc
New Brunswick, Canada
$1.28M -$128K -327 -9%
ET
547
Equitable Trust
Tennessee
$1.27M -$80.2K -204 -6%
HBT
548
Hills Bank & Trust
Iowa
$1.26M -$33K -84 -3%
ASN
549
Advisory Services Network
Georgia
$1.26M +$106K +269 +9%
Walleye Trading
550
Walleye Trading
New York
$1.25M -$132K -336 -10%
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